The total transaction Down 186.7 billion yuan from the previous trading day. More than 3,000 stocks rose in the market, while nearly 2,200 stocks fell.
On the market, Internet ecommerce stocks, home appliance stocks, F5G concepts, and generator
concepts fell, the consumer electronics sector libya email list 100000 contact leads fluctuat downward, and mix reality, blind box economy,
and copper cable highspe connection sectors l the decline.
The humanoid robot concept surg and then fell back, the oil and gas sector rose, the civil explosives
concept rose, and the precious metals, lithium mine concepts and composite current collectors sectors l the gains.
Specifically:
Home appliance stocks l the decline, with Whirlpool falling more than 7%, Haier Smart Home falling
more than 4%, and Gree Electric Appliances, Midea a and b were sitting on the pipe Group, TCL Smart Home and others following
suit. However, Caixin Securities stat that in the long run, there are structural opportunities in both the
overseas and domestic markets for home appliances, and maintain its rating of “in line with the
market” for the industry. 1) For overseas markets, more incremental space comes from the rapid
increase in demand for basic home appliances in developing countries and the growth space for increas
penetration of new categories; 2) In the domestic market, although it has enter the era of inventory, the demand for renewal has only increas the quality requirements for durable goods, and the demand for smart and highend home appliances is still rising.
Therefore, our investment logic mainly focuses on companies
That have both domestic and foreign sales and cover both domestic and overseas markets, so as to achieve steady returns under balanc business development.
Internet ecommerce stocks fell, Kaichun shares fell more than 9%, Ruoyuchen and Qingmu
Technology fell more than 8%, Yiwangyi Chuang, Focus mobile lead Technology, and Lirenli Makeup clos lower.
But according to data from the General Administration of Customs today, my country’s crossborder
ecommerce imports and exports will reach 2.63 trillion yuan in 2024, an increase of 10.8%. The potential of crossborder ecommerce in “selling globally” has been further unleash, while its advantages in “buying globally” have also continu to be exert The total transaction.